Bitcoin ETFs See $2 Billion Outflow Amid Market Sell-Off
U.S. spot Bitcoin ETFs recorded one of the largest weekly outflows in history, losing more than $2 billion as investors rushed to reduce exposure to risk assets. The series of withdrawals marks six consecutive days of net outflows and reflects broader market nervousness around macroeconomic uncertainty and Federal Reserve policy.
$2 billion gone in six days
The sell-off wave began on October 29 and erased over $2.04 billion from Bitcoin ETFs within a week. November 4 became the heaviest session, with $566 million pulled out in a single day, following previous outflows of $470 million, $488 million and $191 million. The pressure continued on November 5 as funds recorded another $137 million in withdrawals.
Institutional rotation and risk sentiment
Analysts attribute the decline to a combination of profit-taking and a strengthening U.S. dollar. Rising Treasury yields and uncertainty around the Fed’s next rate move have driven institutions to rotate capital out of riskier crypto products and into short-term bonds and cash equivalents. ETF flows are often a barometer of institutional sentiment, and the latest figures suggest a temporary pause in risk appetite.
Solana products defy the trend
While Bitcoin and Ethereum ETFs suffered withdrawals, Solana-based products stood out as a bright spot. On November 5 alone, Solana ETFs saw an inflow of $9.7 million — the seventh consecutive day of positive flows — bringing their total net inflows since launch to $294 million. Analysts believe that yield-bearing features and lower volatility make Solana ETFs attractive for investors seeking diversified exposure within the crypto sector.
Outlook: temporary correction or trend shift?
Despite the current withdrawals, experts view the ETF outflow as a short-term reaction to macro volatility rather than a reversal of the long-term adoption trend. Institutional allocations to crypto funds remain historically high, and market participants expect flows to stabilize once monetary policy signals become clearer. Until then, liquidity and risk rotation will likely continue to dictate crypto ETF performance.
Editorial Team — CoinBotLab